Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs Email & Phone Number
@tra401k.com
2 phones found area 877 and 601
LinkedIn matched
Who is Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs? Overview
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Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs is listed as Established Third Party Adminitration Services Professional at The Retirement Advantage, Inc. (TRA), a with 140 employees, based in Madison, Mississippi, United States. AeroLeads shows a work email signal at tra401k.com, phone signal with area code 877, 601, and a matched LinkedIn profile for Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs.
Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs previously worked as Client Services Team Leader, QKA at The Retirement Advantage, Inc. (Tra) and Plan Adminstration Team Leader, Client Services at The Retirement Advantage, Inc. (Tra). Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs holds Bachelor Of Science, Business Administration, Marketing from The University Of Southern Mississippi.
Email format at The Retirement Advantage, Inc. (TRA)
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About Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs
Accomplished professional combining broad proficiency and experience in defined contribution plan administration, pharmaceutical and life insurance home office operations, extensive success in home office marketing and sales and quality education in business administration with an emphasis in marketing. Background and expertise include an ability to develop lasting positive business and client relationships, plan and execute strategy, as well as consistent record of top-ranking performance.
Listed skills include Sales, Marketing, Social Networking, Management, and 46 others.
Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs's current company
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Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs work experience
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Plan Adminstration Team Leader, Client Services
Client Relationship Manager
Election Commissioner District 2 Madison County, Ms
Uphold the election law and see that the elections (general, special and run-off) are conducted in an honest and fair manner. Prepare the ballots, man the polling locations, certify elections and purge the voter rolls. Primary elections are overseen by the respective county party and the Madison County Election Commissioners are not involved with these elections.
Marketing Specialist
Communicate verbally and written with business owners, financial advisors, accountants, and recordkeeper personnel to determine the most effective 401(k) plan design to accomplish the goals of the business owner. Effectively execute processes with internal and external contacts to manage the flow and installation of 401(k) plans. Develop relationships with TPA contacts for all recordkeeping partners and act as main point of interaction for such. Build connections with various wholesalers and financial advisors to foster new business development. Preferred contact for many wholesalers and advisors. Analyze defined contribution legal documents to determine what modifications will be beneficial for clients. Continuously attend webinars and training on defined contribution regulatory requirements. Train new employees and inter-office transfers, including providing weekly performance reviews during the training process, overall reviews at the end of the process and annual reviews at end of first year in the department. Develop relationship with recordkeeping contacts without current relationships with the company to create sustainable partnerships. Communicate internally to ensure all regulations and processes are being followed. Key Achievements:§ Successful creation and regular updates of over 75 job aids to assist specialists with internal processes.§ Developed and maintained a folder of over 500 reference materials for rules and regulations for 401(k) plans§ Facilitated multiple contracts with new recordkeepers, including administrative requirements and compensation.§ Worked closely with multiple departments including Compliance to devise and execute successful policy and process for creating, editing and approving materials.
Marketing And Sales Manager
Correspond with field sales managers and field account managers to facilitate excellent customer service to medical providers and patients. Manage the development, production, optimization and editing of any and all marketing materials, including compliance, wording, branding and material selections. Work closely with graphic designers, copywriters and printers to ensure all materials meet corporate standards. Establish and ensure consistent corporate image throughout product lines, promotional materials, websites, and events. Create, distribute and analyze client surveys. Oversee direct mail marketing. Operate as a department of one directly reporting to and in regular communication with Executive Vice President of Marketing and Sales. Manage flow of information and communication and disseminate it according to strategy. Examine contracts with professional organizations to determine the viability of conference or tradeshow attendance. Remotely coordinate all aspects of conference and trade show attendance including hotels, supplies, and event planning. Examine contracts and proposals with trade partners such as hotels, airlines and rental car companies to determine the best fit for the organization. Process and record new client applications. Perform full regression testing of proprietary online portal prior to releasing updates for client use. Maintain proprietary portal database for client orders and act as administrator for all functions. Train new field representatives in home office marketing operations. Facilitate training for new field representatives in other functional areas of the organization. Develop and prepare onsite and remote presentations for existing clients and prospects. Arrange all travel and tour agendas for any and all VIPS. Coordinate any and all corporate sponsored events. Maintain all daily, weekly and monthly sales reports, including those integral to commission calculations. Write, edit and publish weekly internal newsletter.
Administrative Underwriter, Flmi, Pcs, Afsi, Aiaa, Airc
Correspond with agents to obtain information or inform them account status or changes. Modify, update, and process applications to reflect any change in beneficiary, amount of coverage, or type of insurance. Review and verify data, such as age, name, address, and principal sum on insurance application. Examine letters from agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes, as well as examining regulatory compliance. Notify insurance agent of application cancellation. Process and record new insurance applications. Obtain information necessary to make an underwriting decision on all files under $50,000 alone and all files from $50,001 to $99,999 with a second initial. Work closely with the medical underwriter to obtain all information necessary to make an underwriting decision on all files from $99,999 to $1,000,000. Calculate premiums, refunds, adjustments, using insurance rate standards.Key Achievements:§ 2012 Southern Farm Bureau Top Student§ 2012 New Business All Star Administrative Underwriter§ 2011, 2012, & 2013 Recognized for volunteer efforts with Southern Farm Bureau supported charities§ Earned multiple internationally recognized professional designations, including : ALMI, with honors; FLMI; ACS; PCS; AFSI; AIAA; AIRC, with honors§ Handled Senior Administrative Underwriter level files (over $1,000,000) while a Senior Administrative Underwriter was on medical leave§ Trained new hires how to perform the tasks associated with being an Administrative Underwriter§ One of eight home office employees out of approximately 900 to be selected as the “best of the best” for the Medical Underwriter Recruitment Program
Marketing Student
MARKETING STUDENT (2008 to 2010)Developed extensive knowledge of marketing practices. Analyzed marketing strategy cases,including business to business and to consumer, channel implications, public relations,new products, and internal organization / restructuring. Discussed cases in classroom,applying previous business experience to identify key issues. Collaborated in groupprojects, including marketing and financial analysis; presented results in presentationsand papers. Gained proficiency in statistical and surveying software.Key Achievements:* Completed market survey on student satisfaction with Department of Marketing, includingmultivariate regression analysis.* Effectively led groups, to include organizing meetings and delegating responsibilities.
Certified Home Furnishings Specialist
CERTIFIED HOME FURNISHING SPECIALIST (2009 to 2010)Drove sales for furniture, mattresses, accessories, and add-ons. Communicated withcustomers to advise on product selection and meet specific needs. Presented productfeatures, protection plans, and financing options, effectively closing sales. Enteredcustomer orders into system and monitored inventory. Coordinated with other departments toschedule deliveries. Maintained customer relationships through thank-you notes and directmail. Tracked sales based on monthly commission report. Attended product training sessionsto develop expertise.Key Achievements:* Consistently ranked in top three for monthly sales and first for furniture protectionplans sales, with average of $60,000 to $80,000 and over 8% rate for plans.* Revised training manual, adding additional information and organizing into sections.* Selected by management to coach team members in sales abilities.
Interior Designer
(2004 to 2008)Advised clients in selecting finish materials for homes and businesses, to includeidentifying client needs, determining budget requirements, and presenting options.Measured spaces and prepared scale drawings. Collaborated with other departments tocoordinate final look based on client needs. Prepared purchase orders, as well as orderingmaterials and coordinating with vendors to ensure timely delivery. Visited work sites tomonitor progress and address issues, coordinating with contractors. Tracked volume andmargin performance.Key Achievements:* Maintained track record of top sales performance, as well as exceptional customerservice and retention, with monthly average of $47,000.* Coordinated effectively with vendors and contractors to consistently ensure completionahead of schedule.* Developed working relationships with new homebuilders to increase sales opportunities.RUG MARKET SALES (2003 to 2004)Promoted product sales by greeting customers and communicating to determine needs andpresenting corresponding products. Established prices based on preset margin. Processedorders, as well as managing records and payments. Maintained inventory data.
Colleagues at The Retirement Advantage, Inc. (TRA)
Other employees you can reach at tra401k.com. View company contacts for 140 employees →
Logan Hietpas
Colleague at The Retirement Advantage, Inc. (Tra)Appleton, Wisconsin, United States
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John Caraang
Colleague at The Retirement Advantage, Inc. (Tra)Seattle, Washington, United States
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JH
Jalen Henningsen
Colleague at The Retirement Advantage, Inc. (Tra)Des Moines, Iowa, United States
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CP
Charlie Pritzl
Colleague at The Retirement Advantage, Inc. (Tra)Neenah, Wisconsin, United States
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MB
Matthew Burkhalter
Colleague at The Retirement Advantage, Inc. (Tra)Dandridge, Tennessee, United States
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Raymond Selvaggio
Colleague at The Retirement Advantage, Inc. (Tra)New York City Metropolitan Area, United States
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Hollie Anderson
Colleague at The Retirement Advantage, Inc. (Tra)Flowood, Mississippi, United States
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CB
Carrie Bernier
Colleague at The Retirement Advantage, Inc. (Tra)Appleton, Wisconsin, United States
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MS
Michael Schessler, Cpfa
Colleague at The Retirement Advantage, Inc. (Tra)New York, United States
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SR
Steven Renner
Colleague at The Retirement Advantage, Inc. (Tra)Clarksville, Tennessee, United States
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Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs education
Bachelor Of Science, Business Administration, Marketing
Associate Of Arts, Interior Design
Education record
Frequently asked questions about Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs
Quick answers generated from the profile data available on this page.
What company does Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs work for?
Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs works for The Retirement Advantage, Inc. (TRA).
What is Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs's role at The Retirement Advantage, Inc. (TRA)?
Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs is listed as Established Third Party Adminitration Services Professional at The Retirement Advantage, Inc. (TRA).
What is Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs's email address?
AeroLeads has found 1 work email signal at @tra401k.com for Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs at The Retirement Advantage, Inc. (TRA).
What is Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs's phone number?
AeroLeads has found 2 phone signal(s) with area code 877, 601 for Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs at The Retirement Advantage, Inc. (TRA).
Where is Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs based?
Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs is based in Madison, Mississippi, United States while working with The Retirement Advantage, Inc. (TRA).
What companies has Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs worked for?
Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs has worked for The Retirement Advantage, Inc. (Tra), Madison County, Ms, Dyatech, Llc, Advanced Infusion Solutions (Ais), and Southern Farm Bureau Life Insurance Company.
Who are Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs's colleagues at The Retirement Advantage, Inc. (TRA)?
Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs's colleagues at The Retirement Advantage, Inc. (TRA) include Logan Hietpas, John Caraang, Jalen Henningsen, Charlie Pritzl, and Matthew Burkhalter.
How can I contact Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs?
You can use AeroLeads to view verified contact signals for Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs at The Retirement Advantage, Inc. (TRA), including work email, phone, and LinkedIn data when available.
What schools did Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs attend?
Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs holds Bachelor Of Science, Business Administration, Marketing from The University Of Southern Mississippi.
What skills is Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs known for?
Lauren Payne, Qka, Flmi, Afsi, Aiaa, Airc, Pcs is listed with skills including Sales, Marketing, Social Networking, Management, Customer Service, Customer Satisfaction, Marketing Strategy, and Leadership.
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